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OpenAi v. Microsoft: Altman ready to sue for unfair competition

According to the Wsj, the start-up evaluates the accusation, putting the historic alliance on artificial intelligence at risk

3' min read

3' min read

"C'eravamo tanto amati'. Ettore Scola's masterpiece has little to do with technology. Its title, however, fits perfectly with an all-American hi-tech challenge. Who are we talking about? Microsoft and OpenAI. The two giants - in this case on the artificial intelligence (AI) front - once walked hand in hand, now find themselves on opposite sides, ready to challenge each other.

The idyll, which began in 2019 with a billion-dollar investment by the Redmond group, had until yesterday all the makings of a success story: Microsoft provided resources and infrastructure, OpenAI created the world's most sophisticated digital brains. But today, thanks to the success of ChatGPT and a mountain of new capital at stake, relations have soured. And not a little.

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The dispute

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At the heart of the disagreement is the transformation of OpenAI into a for-profit company, necessary to attract new investors and open the door to a possible IPO. But to do so, it needs the consent of the company founded by Bill Gates, which holds crucial rights over the software, infrastructure and even the strategic choices of the start-up. And here begins the friction. OpenAI wants more freedom, Microsoft demands guarantees and, why not, a more generous slice of the future cake.

The climate has become so tense that, according to internal rumours reported by the Wall Street Journal, OpenAI has put a potentially devastating weapon on the table: accusing Microsoft of anti-competitive practices and raising the attention of the Federal Trade Commission. It would be a low blow, but also an unmistakable signal: patience is running out.

The background

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Behind the scenes, the Windsurf case ignites further sparks. OpenAI has just acquired this start-up specialising in code for $3 billion, but does not want Microsoft to get its hands on its technology. Too bad the current agreement provides just that: full access to intellectual property. And it doesn't end there. OpenAI would like to diversify its partners in cloud computing, breaking the exclusive link with Azure. Microsoft, needless to say, is far from agreeing.

Complicating matters, again as reported by the Wall Street Journal, is the race for general artificial intelligence - that mythical goal where an Artificial intelligence (Ai) model will be able to emulate human intelligence in every way. According to the original agreement, if OpenAI claimed to have achieved it, the partnership would dissolve. But Microsoft does not want to quit even then. It demands continuity and privileged access even beyond that threshold.

The Strategy

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Meanwhile, Microsoft develops solutions of its own. GitHub Copilot is already a direct competitor to OpenAI's models in the world of coding, and according to rumours, Satya Nadella has even recruited former rivals Sam Altman to create an internal, parallel, independent AI division.

In all this, the stakes are very high: if OpenAI does not complete its corporate transition by the end of the year, it could lose access to $20 billion in new funding. It is a race against time - and against the geopolitical balances in the industry.

The official statement from the contenders? It's all honey and sugar: "Our collaboration has brought incredible tools to the world. We are optimistic about the future." But behind that joint statement, it is clear that the mood is far more electric.

The truth? This is not just a business issue. It is a battle for control of the future of artificial intelligence. And when two titans vie for the throne of innovation, the sparks are not just metaphorical. Welcome to the new cold war of tech: Microsoft versus OpenAI, algorithms versus interests, artificial brains versus very human egos.

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